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NWHHX vs VSCAX
NWHHX vs VSCAX Comparison
Open Charts NWHHX vs VSCAX
Nationwide Bailard Cogntv Val Instl Svc
Price$16.77
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets112.24M
Invesco Small Cap Value A
Price$26.46
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets7.75B
NWHHX vs VSCAX Comparison Chart in %
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NWHHX vs. VSCAX commentary
Nov 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NWHHX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.76B vs. NWHHX (112M). NWHHX pays higher dividends than VSCAX: NWHHX (1.11) vs VSCAX (0.32). NWHHX was incepted earlier than VSCAX: NWHHX (20 years) vs VSCAX (26 years). NWHHX (1.18) is less costly to investors than VSCAX (1.10). NWHHX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than NWHHX: VSCAX (1000) vs NWHHX (50000). VSCAX annual gain was more profitable for investors over the last year : -0.90 vs. NWHHX (-9.94). VSCAX return over 5 years is better than : 78.22 vs. NWHHX (45.00).
| NWHHX | VSCAX | NWHHX / VSCAX | |
| Total Expense Ratio | 1.18 | 1.10 | 107% |
| Annual Report Gross Expense Ratio | 1.18 | 1.10 | 107% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 8.724 | 12.548 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 7.76B | 1% |
| Annual Yield % from dividends | 1.11 | 0.32 | 348% |
| Returns for 1 year | -9.94 | -0.90 | 1,101% |
| Returns for 3 years | 15.79 | 37.18 | 42% |
| Returns for 5 years | 45.00 | 78.22 | 58% |
| Returns for 10 years | 45.58 | 39.95 | 114% |
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